Investment Analyst

TL;DR

Investment Analyst: Provide sales, marketing, and portfolio managers with product analysis, expertise, and content for market and regulatory communications with an accent on assigned Funds/ETFs and capital markets. Focus on building expert knowledge, supporting sales teams, conducting competitor research, and participating in client interactions.

Location: Hybrid schedule required at 483 Bay Street, Toronto until late 2026, then new Mississauga office at 3 Robert Speck Parkway. Current work authorization for Canada is required.

Salary: $82,000 to $105,000 (base salary and discretionary performance bonus).

Company

Privately owned Canadian investment firm helping individuals and institutions with trusted portfolios and services for over 35 years.

What you will do

• Build, maintain, and communicate expert knowledge on assigned Funds/ETFs and their capital markets.
• Develop strong relationships with investment staff, sales, marketing, and institutional teams.
• Support products with aligned content and communications for business and sales objectives.
• Position assigned Funds/ETFs for optimal success and assist sales on queries and training.
• Develop thought leadership pieces, conduct competitor research, and participate in client interactions.

Requirements

• Current work authorization for Canada required.
• 4-year university degree in business-related subject or equivalent experience.
• Minimum 3-5 years of investment market expertise.
• Excellent analytical, writing, oral communication, presentation, and interpersonal skills.
• Ability to work independently, manage multiple tasks under tight deadlines.
• Proficient in Microsoft Word, Excel, and PowerPoint.

Nice to have

• CFA designation or master’s degree.
• Working knowledge of VBA & Python.

Culture & Benefits

• Competitive compensation with base salary, performance bonus, and RRSP contributions (no matching required after 6 months).
• Comprehensive health benefits from day one, including mental health support up to $5000 annually.
• Parental leave top-up to 100% salary for 25 weeks, flexible working arrangements, and generous time off.
• Home office equipment allowance up to $650, volunteer days, and extensive professional development (11,000+ courses, tuition reimbursement).
• Diversity and inclusion programs with Employee Resource Groups; named Canada’s Top 100 Employers.